The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079k305 409,546 1,146 SH SOLE 140 0 1,006
ALPHABET INC CAP STK CL C 02079k107 44,993,042 127,340 SH SOLE 89,735 0 37,605
ARROW ELECTRS INC COM 042735100 14,910,103 69,866 SH SOLE 56,873 0 12,993
ASBURY AUTOMOTIVE GROUP INC COM 043436104 11,350,966 56,450 SH SOLE 43,345 0 13,105
BANK OF AMER CORP COM 060505104 24,129,833 423,479 SH SOLE 330,469 0 93,010
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,383,842 122,672 SH SOLE 90,426 0 32,246
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 750,585 1,500 SH Call SOLE 1,500 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 254,434 5,673 SH SOLE 869 0 4,804
BROOKFIELD CORP CL A LTD VT SH 11271j107 14,790,655 347,280 SH SOLE 262,507 0 84,773
BROOKFIELD WEALTH SOL LTD CL A EXCHANGAB g17434104 8,703 204 SH SOLE 25 0 179
BUILDERS FIRSTSOURCE INC COM 12008r107 20,469,445 228,760 SH SOLE 167,867 0 60,893
CHUBB LIMITED COM h1467j104 18,515,130 54,338 SH SOLE 45,538 0 8,800
DEVON ENERGY CORP NEW COM 25179m103 18,716,266 452,959 SH SOLE 340,133 0 112,826
GLOBAL INDUSTRIAL COMPANY COM 37892e102 988,743 29,550 SH SOLE 2,575 0 26,975
HESS MIDSTREAM LP CL A SHS 428103105 5,028,436 133,735 SH SOLE 83,567 0 50,168
JEFFERIES FINANCIAL GROUP IN COM 47233w109 22,288,181 445,942 SH SOLE 279,141 0 166,801
JPMORGAN CHASE & CO COM 46625h100 2,618,640 8,000 SH SOLE 8,000 0 0
KKR & CO INC COM 48251w104 13,133,993 143,103 SH SOLE 102,385 0 40,718
LENNAR CORP CL B 526057302 14,458,843 162,990 SH SOLE 123,797 0 39,193
LENNAR CORP CL B 526057302 266,130 3,000 SH Call SOLE 3,000 0 0
LOAR HOLDINGS INC COM SHS 53947r105 806,100 10,000 SH SOLE 10,000 0 0
MARKEL GROUP INC COM 570535104 6,136,357 3,142 SH SOLE 379 0 2,763
PROGRESSIVE CORP COM 743315103 13,472,030 61,671 SH SOLE 41,848 0 19,823
TOLL BROTHERS INC COM 889478103 2,795,643 16,969 SH SOLE 16,504 0 465
CAMDEN PPTY TR SH BEN INT 133131102 1,004,650 8,775 SH SOLE 870 0 7,905
OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162 4,039,691 151,697 SH SOLE 151,697 0 0